[quote=Myriad]Semiaccurate seems really negative INTC. Not sure if that’s just marketing speak to get more subscribers.
I do believe that Krzanich was probably fired for inadequate response to EYPC. Though at this point INTC has known about AMD aiming for Data Center with a better product for > 2 years. Hard to believe that it will take 4 more years for a response – That’s basically 2 generations of processors worth of time.
https://www.anandtech.com/show/12084/epyc-benchmarks-by-intel-our-analysis-
This sounds a little more realistic. “First of all, Intel’s benchmarks lend further support to what we already suspected: Intel’s Scalable Xeon is better at serving databases for a number of reasons: better data locality (fewer NUMA nodes), better single-threaded performance, and a more “useable” cache. ”
“The AMD EPYC has a performance per dollar advantage in webserving and Java servers, for example… he EPYC platform has some catching up to do. Firmware updates and other software updates were necessary to run a hypervisor, and only relatively recent versions of the Linux kernel (February 2017 w/4.10+) have support for the EPYC processor.”
I suspect AMD has a free run for 12-18 months. At that point, it would be shocking if INTC didn’t have a real response to the EPYC architecture. The only question is how much speculators will run up the shares before then.[/quote]
The issue appears that Intel has lost the process lead to TSM and its continued insistence to get its in house 10nm working. Once its manufacturing was unmatched, now appears to be an anchor. TSM 7nm (which is really closer to 10nm Intel) is already shipping for other customers like qualcomm. Intel 10nm is delayed until closer to end of 2019, that’s why they keep updating their 14nm++++++. and now that everything is bottlenecked on 14nm+++ , now they appear to be having capacity issues..
on top of that, apple will be dropping x86 from their laptop lines most likely and switching over to their internal Ax ARM processor. at least that’s the plan
It’s also interesting most of the performance data coming out of Intel is done without the meltdown or spectre patches running. I think a few weeks ago, Intel’s licensing agreement was such that people who used the patches were prohibited from publishing performance numbers….since then, I believe that has changed.